+13,507.3%
GOOGL vs ED
+554.2%
+12,953.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.2% | -0.7% |
| 7D | -2.3% | -0.2% | -2.1% | -2.2% |
| 30D | -6.6% | -0.1% | -6.4% | -6.6% |
| 3M | -8.9% | +3.9% | -12.9% | -10.3% |
| 6M | +11.9% | -3.0% | +14.9% | +12.5% |
| YTD | +8.3% | +10.7% | -2.3% | +4.2% |
| 1Y | +46.2% | +13.3% | +32.9% | +39.0% |
| 3Y | +151.9% | +34.5% | +117.4% | +118.7% |
| 5Y | +137.7% | +67.1% | +70.6% | +86.6% |
| 10Y | +757.6% | +103.0% | +654.5% | +477.7% |
| All | +13,507.3% | +554.2% | +12,953.1% | +4,530.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded ED wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling